NYSE$BE

Bloom Energy Corp · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

Bloom Energy reported Q1 2026 revenue of $751.1M and net income attributable to common stockholders of $70.7M, with diluted EPS of $0.23.

For the quarter ended March 31, 2026, Bloom Energy recognized $751.1 million in revenue, up sharply year over year, and swung to net income attributable to common stockholders of $70.7 million ($0.23 diluted EPS) from a loss a year ago. Related-party revenue and fuel-cell deployments are detailed in the 10-Q.

  • Revenue $751.1M with strong YoY growth.
  • Net income attributable to common stockholders $70.7M; EPS $0.23.
  • Energy-server deployments and service revenue mix expanded.
  • Debt conversions and interest expense trends disclosed.

Headline financials

Total Revenue

$751M

Previous: $326M+130.4%
EPS (adj)

$0.23

Previous: -$0.11+309.1%
Capital Expenditures

-$26.2M

Previous: -$14.3M-83.6%
Free Cash Flow

$47.4M

No prior period
Net Income

$73.7M

Previous: -$23.4M+414.7%
Operating Income

$72.2M

Previous: -$19.1M+478.6%
Gross Profit

$226M

Previous: $88.7M+154.3%
Cash & Equivalents

$2.49B

No prior period
Total Assets

$4.66B

No prior period

Revenue & EPS history

Bloom Energy · Revenue · Quarterly

$751M

Q1 2026+130.4%vs Q1 2025
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Bloom Energy · $400M total across 4 segments · Q3 2023

  • Product Revenue
    $305M+43.0%
  • Service Revenue
    $47.5M+27.3%
  • Electricity Revenue
    $25.8M+36.0%
  • Installation Revenue
    $21.9M-3.4%

Forward guidance

Management outlook in the 10-Q covers operating priorities, capital allocation, and sector risks; numeric multi-quarter EPS bridges are limited.

Tailwinds

  • MD&A highlights strategic priorities and liquidity.
  • Segment or product trends support the core business narrative.

Headwinds

  • Macro, rates, or input costs may pressure near-term margins.
  • One-time items can affect year-over-year comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-1.7%

Avg return

Earnings day

-0.1%

Avg return

5 days after

+9.6%

Avg return

30 days after

47%

15 / 32 earnings

Positive

+40.1%

Q3 2019

Best reaction

-46.3%

Q2 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+27.2%+27.4%+25.8%
Q4 2025+4.7%+13.9%-1.0%
Q3 2025+18.8%+25.7%-3.6%
Q2 2025-1.8%+3.9%+41.6%
Q1 2025-8.2%-10.8%+0.8%
Q4 2024+4.3%+4.7%-11.8%
Q3 2024+20.1%+23.4%+146.9%
Q2 2024+16.1%+19.8%+0.5%
Q1 2024-5.4%+5.8%+25.8%
Q4 2023-15.6%-23.8%-20.9%
Q3 2023+9.5%+6.8%+40.1%
Q2 2023-5.3%-6.0%-9.6%
Q1 2023-10.3%-25.0%-10.3%
Q4 2022+0.7%-2.8%-15.8%
Q3 2022+11.0%+12.5%+26.8%
Q2 2022+16.5%+21.1%+2.4%
Q1 2022-25.5%-34.5%-10.2%
Q4 2021+5.3%+24.3%+42.5%
Q3 2021+0.1%+7.3%-22.7%
Q2 2021-0.4%+7.8%+2.1%
Q1 2021-3.9%-13.2%+6.2%
Q4 2020-4.2%-3.3%-29.3%
Q3 2020-13.4%-0.5%+75.5%
Q2 2020-20.7%-25.0%+1.2%
Q1 2020+3.4%-3.3%+23.7%
Q4 2019-33.3%-33.3%+7.0%
Q3 2019+40.1%+50.7%+43.1%
Q2 2019-46.3%-40.2%-42.9%
Q1 2019-7.2%-12.4%-29.6%
Q4 2018-5.6%-6.5%+32.7%
Q3 2018-24.9%-15.3%-33.0%
Q2 2018+0.8%-1.0%+2.7%
Q4 2017
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015

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